资产交易市场，信息瞬息万变，消息真假难辨，即使买卖双方花费大量的时间、精力，推动成交往往困 难重重。为了能够帮助买卖双方更快速链接市场信息和潜在交易对手，避免不必要的投入与浪费，我们 特地打造了这样一档栏目。 本文是这个栏目的第178期。如果你对本文提到的相关的交易线索感兴趣，希望接触这些潜在的交易对 手，或者如果你手中直接握有希望交易的资金或者资产，欢迎与我们联系。（邮箱：zcjy@36kr.com） 一、本月新增 1、转让持有清微智能老股的基金LP份额（预期估值面议） 卖家性质：直接卖家 交易价格：预期估值面议 资产规模：约5000万人民币份额 交易方式：LP份额，有管理费和carry 联系方式：zcjy@36kr.com 2、转让持有头部图像芯片公司老股的基金LP份额（预期估值面议） 卖家性质：直接卖家 交易价格：预期估值面议 交易方式：可以接受进结构，价格具体看是否承担管理费和carry 联系方式：zcjy@36kr.com 4、求购天兵科技公司老股份额（预期估值面议） 交易价格：预期估值面议 资产规模：约5000万人民币 资产规模：约2000万美元份额 交易方式：LP份额，有管理费和carry 联系 ...

可能有人会说，上市不就是圈钱吗？OpenAI背靠微软，还有ChatGPT的流量，闭着眼睛都能成功。但我蹲了一圈权威信源（环球网、智通财经、华尔街日报 交叉验证）发现，这事远没有表面那么光鲜，甚至藏着一堆随时可能爆雷的隐患。 先跟大家捋清楚，OpenAI为啥非要在今年四季度抢着上市？不是跟风，是真的被逼到份上了。 第一个硬压力，就是 烧钱烧不起了。AI研发就是个吞金兽，尤其是大模型迭代和基础设施搭建，每一步都要砸百亿级别的资金。有知情人士透露，OpenAI 每年亏损几十亿美元，光未来几年的芯片交易和基础设施投入，就需要数千亿美元支撑，投资者早就开始质疑它的资金链能不能扛住了。 警惕！OpenAI上市不是狂欢是硬仗｜千亿融资+马斯克1340亿索赔，AI行业格局要变天？ 今天刷到OpenAI要在2026年四季度IPO的消息，我第一反应不是"AI巨头要上市了"，而是"这场仗，OpenAI根本输不起"。 1月30日，《华尔街日报》率先爆出猛料，OpenAI正在和华尔街多家顶级投行搞非正式磋商，目标直指今年四季度完成首次公开募股，这也是这家估值一度 冲到5000亿美元的AI独角兽，第一次如此明确地释放上市信号。 更狠的是 ...

Group 1: Market Reactions and Economic Indicators - US futures are losing ground ahead of President Trump's announcement regarding the new Fed chair, with Kevin Walsh reportedly the pick [1] - Apple reported a 16% increase in first-quarter revenue, driven by strong demand for the iPhone 17, but faces supply chain issues that may impact margins [3][4] - Adidas shares rose over 6% in pre-market trading after reporting record annual sales and more than doubling operating profit in Q4 [1] Group 2: Federal Reserve and Interest Rates - The nomination of Kevin Walsh as Fed chair could enhance the credibility of the Fed, potentially influencing interest rate decisions [2] - Current expectations suggest the Fed may cut interest rates once or possibly twice in 2026, given the strong economy and persistent inflation [2] - The Fed's balance sheet currently stands at $6.6 trillion, and any tightening could have implications for US markets [2] Group 3: Technology Sector Dynamics - Microsoft experienced a significant drop in stock value due to disappointing cloud revenue growth, losing approximately $400 billion in valuation [2] - The market is becoming more discerning regarding tech companies, differentiating based on specific performance rather than general AI hype [2] - Apple's strategy involves leveraging its existing ecosystem and partnerships to enhance its AI capabilities without rushing into costly developments [4][5] Group 4: Commodities and Investment Trends - Gold prices have seen a significant decline of 4.6%, with silver down 7% and copper down 2.6%, indicating profit-taking after rapid increases earlier in the year [1] - Central banks are diversifying away from the US dollar, contributing to steady demand for gold, alongside ETF demand for hedging against geopolitical risks [3] - The market is witnessing extraordinary volatility in commodities, driven by various factors including geopolitical concerns and interest rate expectations [3]

Andrew Côté, founder of Hyperstition, replied that a "Starlink phone would be so sick," prompting Musk to weigh in. "Not out of the question at some point," Musk responded, adding that it would be "a very different device than current phones," optimized for "maximum performance/watt neural nets." Elon Musk has once again sent mixed signals about entering the smartphone market, suggesting an AI-first device could emerge someday. Musk Revives Phone Talk With AI Twist The debate resurfaced Thursday after Sam D ...

东 兴 晨 报 东兴晨报 P1 2026 年 1 月 30 日星期五 经济要闻 1. 美国总统特朗普表示将于 4 月访问中国，中国外交部回应称中美关系稳 定发展，符合两国人民共同利益，但关于具体访问信息，目前没有可以提 供的信息。（资料来源：同花顺） 2. 中国人民银行行长潘功胜会见了高盛集团董事长兼首席执行官苏德巍， 双方就全球经济金融形势、中国宏观经济政策、中美经贸关系等议题进行 了交流。（资料来源：同花顺） 3. 商务部在国新办新闻发布会上表示，2026 年将以服务业为重点，扩大市 场准入和开放领域，有序扩大电信、医疗、教育等领域自主开放，推动试 点项目尽早落地。同时，商务部将启动建设国家数字贸易示范区，制定数 字贸易相关标准，推动服务外包数字化转型，培育壮大数字贸易经营主体。 （资料来源：同花顺） 4. 外交部发言人宣布：应国务院总理李强邀请，英国首相斯塔默将于 1 月 28 日至 31 日对中国进行正式访问。（资料来源：同花顺) 5. 国务院国资委在国新办新闻发布会上发布多项重要举措：正在研究起草 关于推动中央企业培育新兴支柱产业的工作文件，引导中央企业实现从重 大项目投资到国有经济整体布局优化的跨 ...

格隆汇1月30日丨华测导航(300627.SZ)在投资者互动平台表示，截至目前，公司未与SpaceX建立直接合 作。 ...

格隆汇1月30日丨华测导航(300627.SZ)在投资者互动平台表示，截至目前，公司未与SpaceX建立直接合 作。 ...

马斯克很有可能成为人类历史上首个"万亿美元首富"。 | 作者丨 | 陶辉东 | 编辑丨 | 王庆武 | | --- | --- | --- | --- | | 来源丨 | 投中网 | | | SpaceX上市在即，商业航天产业正站在一个历史性的十字路口。 将投中网设为"星标⭐"，第一时间收获最新推送 据多家权威媒体报道，SpaceX计划于2026年IPO，已初步选定了由美国银行、摩根大通、高盛和摩根士丹利组成的顶级投行团。IPO的时间窗口预计 在2026年年中，也有预测认为最早在一季度末就能完成。 最引人瞩目的是，报道称SpaceX此次IPO的目标估值高达1.5万亿美元，计划融资规模超过300亿美元，将超过沙特阿美，成为"有记录以来最大的一次 IPO"。 SpaceX上市是华尔街的一出老"肥皂剧"了，这次终于又要迎来大结局。在2025年之前，马斯克一直认为上市只会拖SpaceX的后腿，甚至誓言在成功 殖民火星之前都不会考虑让SpaceX上市。 但形势的发展显然超出了马斯克的预计。AI时代的到来，让SpaceX的战略重心发生了根本性转移。一年100多次的火箭发射、超900万用户使用的星 链，现在看来都是在为太空 ...

Investor Michael Burry of "The Big Short" fame has called Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk a futurist amid talks of mergers between Musk's various companies.An American Treasure"Elon is an American treasure," Burry wrote in a post on the social media platform X on Thursday. He then added that despite this, the billionaire was also a "desperately incentivized futurist even earlier than me," taking a jibe at the reported merger plans between SpaceX, Tesla and xAI.SpaceX, Tesla MergerThe comme ...

Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk said that the Optimus humanoid robot and Space-based AI could outperform the entire Earth's productivity.Optimus Could Vastly Exceed Current Goods And ServicesMusk, in a response to entrepreneur Peter Diamandis' take on Universal High Income on Thursday, shared that the U.S. government should transfer money to citizens using "magic money computers."He added that as long as the "output of goods & services" exceeded the money supply, which would take place onc ...